Reviewer - Workflow | Desktop

With Commnia workflows, as a reviewer, you have comprehensive capabilities to enhance the document review process.

You can mark up documents, providing detailed comments and annotations to ensure clarity and precision. Once you have completed your review, you can change the status of the workflow review, indicating the document's progress and any required actions. This integrated approach streamlines the review process, ensuring that all team members are informed and that document approvals are efficiently managed.

Once a builder assigns you documents in workflow you will receive an email.

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Accessing the Workflow

1. Click on Access your Shop Drawings Workflow button

You will be taken to the review screen

Mark Up and Review

Here you can review and mark up each document, having selected a document you can view:

Progress: allowing you to see at what stage your review
Message & Logs: Allows you to communicate with the assignee and also see logs of changes or markups made

Document details: Who it was uploaded by, what date, etc.

Click on Mark Up and Review, in the preview screen we recommend going full screen for a better view.

Please note to exit this view press ESC

With the mark up tool you can add comment, annotations, shapes with the added functionality of creating or uploading your own signature and stamps.

Once the review and mark ups are finalised click on Save.

To Approve or Reject the workflow click on review status at the pop up select from the multiple options:

Approved: Workflow is approved and the uploader will receive notification.
Rejected: Workflow is rejected and the uploader will receive notification.

Approved with Comments (AWC) 
Rejected with Comments (RWC)

You can choose to send a notification message back to the builder.

Now you can repeat the process to all the documents you have been assigned.

Please note that if you wish to send only one notification at the end, only select to send the notifcation in your last document for the workflow.

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